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Financial Strategies Group, Inc.: ACT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Strategies Group, Inc. on ACT, newest first. How the timeline and the estimate are built.

Financial Strategies Group, Inc. held 21,477 ACT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,477 shares
    Change vs previous 13F +50 shares

    0.16% of the 13F portfolio, value $977,415.

    13F-HR 0001986152-26-000122 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,427 shares
    Change vs previous 13F +769 shares

    0.16% of the 13F portfolio, value $941,281.

    13F-HR 0001986152-26-000075 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,658 shares
    Change vs previous 13F +749 shares

    0.15% of the 13F portfolio, value $828,171.

    13F-HR 0001986152-26-000008 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,909 shares
    Change vs previous 13F +2,070 shares

    0.14% of the 13F portfolio, value $714,748.

    13F-HR 0001986152-25-000097 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,839 shares
    Change vs previous 13F +930 shares

    0.13% of the 13F portfolio, value $620,443.

    13F-HR 0001986152-25-000067 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,909 shares
    Change vs previous 13F +2,963 shares

    0.14% of the 13F portfolio, value $596,197.

    13F-HR 0001986152-25-000045 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,946 shares
    Change vs previous 13F +3,234 shares

    0.1% of the 13F portfolio, value $434,412.

    13F-HR 0001986152-25-000004 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,712 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $387,990.

    13F-HR 0001986152-24-000052 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).